Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
AE WEALTH MANAGEMENT LLC 05-15-2024 03-31-2024 7224 8,847,328,393
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
OLD REP INTL CORP COM 2301 $356,227 11,596 0.00 0.00 -129,013 -91.75 03-31-2024
FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI Liquidated $0 0 0.00 12,240 +Inf 03-31-2024
TIDAL ETF TR II YIELDMAX NVDA Liquidated $0 0 0.00 14,471 +Inf 03-31-2024
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